Northrop Grumman CEO says company expands production capacity and launches counter-drone systems with record $110 billion backlog

By Martin Chomsky (Defence Industry Europe)

Corporate |
Northrop Grumman CEO says company expands production capacity and launches counter-drone systems with record $110 billion backlog

Photo: U.S. Air Force.

Northrop Grumman has opened or expanded facilities in four states and introduced a counter-drone product line as its backlog reaches a record $110 billion, CEO Kathy Warden said. The projects added more than one million square feet of manufacturing and engineering space over three months, creating thousands of jobs.

In a social media statement following the company’s third-quarter results, Warden highlighted investments in Arizona, Florida, Maryland and Utah. The additional space expands an existing footprint of more than 30 million square feet.

“We’re continuing to grow our company and expand our product offerings and capacity,” Warden said. “We recently introduced Raid Hunter, a new counter UAS product line designed to defeat both mass drone swarms and cruise missiles.”

Warden said Northrop had aligned its portfolio with customers’ leading priorities. She linked the company’s investments and program performance to demand for capabilities that can be delivered at scale.

“In a complex world with a growing need for solutions that scale and perform, our customers continue to turn to Northrop Grumman. We’ve shaped our portfolio around their top priorities, and I’m confident in our investments and industry-leading performance.”

Northrop’s earnings presentation showed third-quarter sales of $11.1 billion, up 7%, and a 20% year-over-year increase in backlog. Aeronautics Systems benefited from higher F-35 volume, the B-21 ramp and B-2 sustainment, while Sentinel activity and increased munitions and missile volumes supported Defense Systems growth. q3_2026_noc_earnings_slides_final.pdf

The company also completed the first vertical assembly of a full Sentinel missile, positioning the program for its first launch in 2027. It raised its full-year forecasts for segment operating income and earnings per share adjusted for mark-to-market pension effects.

“Today’s strong third-quarter results prove we’re delivering on our commitments and doing it with innovation and speed,” Warden said. “We have a new record backlog of $110 billion, drove 7% sales growth, and reported strong program performance across the company.”

Warden opened her statement by recalling conversations with employees and current and future service members at the Air Force–Navy football game at the U.S. Air Force Academy. Two B-2 bombers performed a flyover, and the B-21 Raider was featured throughout the game.

“They reinforced to me what makes our company unique: extraordinary people applying innovation to build the most advanced technologies, all in service of a mission that truly matters.” Warden said she remained confident in the team’s ability to deliver capabilities for the United States and its allies.